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Solving the Tesla Semi truck conundrum: here’s what it might take
With the release of Tesla’s updated vision for the future, CEO Elon Musk included plenty of information that was both intriguing and light on details. From that, we will try to make a guess as to what Tesla’s plans are in reference to trucks and shed light on the many obstacles that the company will need to overcome before making its plans a reality.
The light details of Musk’s announcement is par for the course from Tesla and Co, which operates its marketing as much on hype and viral sharing as anything else. This is not a knock against the company, as most other firms would sacrifice virgins every Friday to see the same kind of unsolicited viral marketing that Tesla generates. One thing Elon has mastered is walking the fine line between being informative and forthcoming and being vague enough to cause rampant speculation.
In the company’s “Part Deux” plans for the future, a brief and almost passing mention of semi-trucks was made as a part of Tesla’s developments. Specifically, Must referred to “heavy-duty trucks” and called the idea a “Tesla Semi.” This can imply two things, but probably implies both. It could imply that Tesla plans to make a heavy-duty truck – which could mean a three-quarter ton pickup truck, a Class B heavy truck, or a large Class A freight-hauling truck. Or it can imply that Tesla plans to make a semi-truck only (aka “18 wheeler”). We believe it’s likely that they plan to do all of the above.
Currently, about 70 percent of the freight being moved around the United States is moved on semi-trucks in which a large tractor is attached to a separate trailer. These trucks typically operate at weights up to 80,000 pounds in vehicle, freight, and fuel. They are referred to as “Class A” trucks because the weight class requires an operator’s license of that type. Yet that is only one class of truck. And the typical over-the-road (OTR) truck we usually think of when talking about semi-trucks are just one slice of a large trucking pie.
Nearly 12,000 million tons of freight are hauled by trucks every year in the United States. A significant portion of that hauling is done by smaller trucks rather than large semi-trucks. Package carrying (van) trucks, dump trucks, refuse (garbage) trucks, and other specialized trucks are also common and actually make up a larger portion of the miles driven by heavy-duty trucking. Most of these vehicles have a gross weight of 26,000 pounds or more, by definition, so for our purposes here we will be excluding passenger-style heavy-duty pickups and the like. We are assuming that Musk is referring to freight hauling, given his statements.
With the plan to “cover the major forms of terrestrial transport” that Tesla put forth, we can assume that the company plans to design and potentially build heavy-duty trucks of all stripes. This is realistic given that major truck builders such as Paccar (Kenworth, Peterbilt), Volvo, Mack, etc. already do this. One basic design can be modified to match several needs, thus a single model Mack truck can be both an OTR freight puller and a dump truck with just a few changes to the drivetrain and chassis. Medium-duty trucks, such as package delivery (ala UPS, FedEx) box trucks can also be of a single design with multiple body options. Although the reality is a bit more complicated than this, the gist is that it is possible to design only a couple of vehicles and have them workable in most major truck markets. Knowing this, we will concentrate on the most difficult to achieve, over-the-road heavy-duty semi-trucks.
Knowing that, there are obstacles to overcome. The challenges of a Tesla pickup truck are a beginning, but with a heavy freight hauler, they become exponential. Here are some basic requirements for the biggest of these HD trucks:
- Power output similar to a large diesel engine, equalling roughly 450-550 horsepower and 800-1,200 pound-feet of torque. The amount of output depends heavily on the work to be done. A typical OTR truck, for example, falls in the lower end of this spectrum to maximize fuel efficiency while a typical off-road construction or heavy-load truck (logging and the like) will be at the higher end.
- An operating range of 600 miles per charge for OTR and about half that for more local use (construction, large trailer/freight delivery). Smaller trucks doing package deliveries could operate in the 150-mile range easily.
- The capability to haul as much or more freight than the current diesel-powered offerings do.
That last point is important. Getting a 600-mile range for a truck that can weigh up to 80,000 pounds, freight included, is pretty simple. Getting a 600-mile range for a truck and trailer weighing under 35,000 pounds is not as easy. It’s the old problem of more batteries equals more range, but also equals more weight.
There have been and are current attempts at electrifying semi-trucks, of course. Mostly in the medium-duty package delivery and trailer moving (non-transport) sectors. Solutions involving hydrogen fuel cells, battery-electrics, hydraulic hybrids, and more have been produced. Some did not do well (see Smith Transport) and some are going places (see Parker-Hannifin’s hydraulic hybrids). For the most part, battery-electric over-the-road trucks are seen as a pipe dream by most in the industry. There are good reasons for this. Not the least of which are the battery weight and range expectations of the trucks. Nevermind the likely long charging times required.
Without getting too detailed, most OTR drivers expect to put in 600 or more miles per day in a solo run (one driver) and about 1,000 or so when team driving. Most fuel stops are 15-20 minutes and most trucks have a range of 700-1,000 miles when fitted with dual tanks (one on either side). Having enough lithium-ion batteries on board to do that is daunting. Especially given the high power outputs required to move 80,000 pounds worth of rig and freight.
There are solutions for this, of course. Since Musk devoted so much of his announcement to autonomous driving, we can assume the plan is to include that with trucking. Three possible ideas are:
Relaying. A truck takes a trailer 300-400 miles, swaps it with a trailer going back where it came from, and returns. The trailer swapped continues on with on another truck for another 300-400 miles, then another, and another.. Until its final destination and delivery. This is currently done with certain types of freight and these trucks often have shorter trailers and run them as doubles (one attached to another). Automating this might be a solution. At least for some types of freight.
Battery swapping. The truck drives for a certain range of miles, stops somewhere to have its emptied battery swapped with a full one, and continues. If done in 10-15 minutes and not more than twice a day, this would be realistic under the current trucking paradigm with a driver on board. When automated, the swaps could be as often as you’d like, though each stop means delays in shipment.
Partial electrification. This would be a truck which runs on electricity but has an on-board combustion generator. This is a potential solution, but is not likely to be on Tesla’s agenda.
Another option that should be considered, though it might not be what Tesla fans will want to hear: Musk may be planning on taking a standard semi-truck and automating it. In other words, the Tesla Semi could actually be an automation system, not an actual truck. At least in the beginning. Given the huge amount of technical obstacles, some of which may not be surmountable without combustion, this is a viable guess. At least for OTR trucks.
Any of these ideas or a combination are realistic for a Tesla Semi strategy in regards to OTR trucks. There are no shortage of plans (grandiose and otherwise) for transforming the trucking industry via electrification. Seeing Teslas will at least be interesting.
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Tesla Full Self-Driving lands in a new country, its 7th
Tesla Full Self-Driving has officially landed in a new country today, its seventh overall after it launched in both Australia and New Zealand earlier this year.
On Sunday, Tesla owners in South Korea reported that the company’s Full Self-Driving (Supervised) had started arriving in their vehicles. Owners reported that it was v14.1.4, which is not the latest version available in other countries, but is one of the most recent releases Tesla has deployed to drivers:
From 6 to 7
Tesla Full Self-Driving has launched in South Korea; the 7th country to have FSD https://t.co/X6gm1SyoxV
— TESLARATI (@Teslarati) November 23, 2025
This marks the seventh country in which Tesla has enabled its Full Self-Driving suite, following the United States and Puerto Rico, Canada, China, Mexico, Australia, and New Zealand.
Tesla launched Full Self-Driving most recently in Australia and New Zealand about three months ago. The expansion is a major breakthrough for the company as it aims to launch Full Self-Driving on a global scale.
However, the company’s biggest challenge thus far has been getting European regulatory agencies to handle the red tape that has inhibited Tesla from launching its semi-autonomous driving suite on the continent. Recently, it admitted that it sees a pathway through Dutch regulatory bodies, which seem to be the most willing to work with Tesla to get FSD in Europe.
Tesla Full Self-Driving appears to be heading to Europe soon
The company said that it has driven over 1 million kilometers safely on European roads across 17 different countries in internal testing. But its path to success will be by “partnering with the Dutch approval authority RDW to gain exemption for the feature. This involves proving compliance with existing regulations (UN-R-171 DCAS) + filing an exemption (EU Article 39) for yet-to-be-regulated behaviors like Level 2 systems off-highway, system-initiated lane changes with hands-off the wheel, etc.”
Perhaps the expansion into Europe will be the biggest challenge for Tesla, but it could also yield major results and advantages for the company moving forward. Tesla said it hopes to have FSD available in Europe sometime early next year.
For now, the expansion in South Korea is the latest win for Tesla and its self-driving efforts. In the U.S., it now turns its focus toward fully autonomous operation, as it works with state agencies to launch Robotaxi outside of Texas, California, and most recently, Arizona.
Elon Musk
Tesla CEO Elon Musk teases insane capabilities of next major FSD update
Tesla CEO Elon Musk teased the insane capabilities of the next major Full Self-Driving update just hours after the company rolled out version 14.2 to owners.
Tesla Full Self-Driving v14.2 had some major improvements from the previous iteration of v14.1.x. We were on v14.1.7, the most advanced configuration of the v14.1 family, before Tesla transitioned us and others to v14.2.
However, Musk has said that the improvements coming in the next major update, which will be v14.3, will be where “the last big piece of the puzzle finally lands.”
14.3 is where the last big piece of the puzzle finally lands
— Elon Musk (@elonmusk) November 21, 2025
There were some major improvements with v14.2, most notably, Tesla seemed to narrow in on the triggers that caused issues with hesitation and brake stabbing in v14.1.x.
One of the most discussed issues with the past rollout was that of brake stabbing, where the vehicle would contemplate proceeding with a route as traffic was coming from other directions.
We experienced it most frequently at intersections, especially four-way stop signs.
Elon Musk hints at when Tesla can fix this FSD complaint with v14
In our review of it yesterday, it was evident that this issue had been resolved, at least to the extent that we had no issues with it in a 62-minute drive, which you can watch here.
Some owners also reported a more relaxed driver monitoring system, which is something Tesla said it was working on as it hopes to allow drivers to text during operation in the coming months. We did not test this, as laws in Pennsylvania prohibit the use of phones at any time due to the new Paul Miller’s Law, which took effect earlier this year.
However, the improvements indicate that Tesla is certainly headed toward a much more sentient FSD experience, so much so that Musk’s language seems to be more indicative of a more relaxed experience in terms of overall supervision from the driver, especially with v14.3.
Musk did not release or discuss a definitive timeline for the release of v14.3, especially as v14.2 just rolled out to Early Access Program (EAP) members yesterday. However, v14.1 rolled out to Tesla owners just a few weeks ago in late 2025. There is the potential that v14.3 could be part of the coming Holiday Update, or potentially in a release of its own before the New Year.
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Tesla Full Self-Driving v14.2 – Full Review, the Good and the Bad
Tesla rolled out Full Self-Driving version 14.2 yesterday to members of the Early Access Program (EAP). Expectations were high, and Tesla surely delivered.
With the rollout of Tesla FSD v14.2, there were major benchmarks for improvement from the v14.1 suite, which spanned across seven improvements. Our final experience with v14.1 was with v14.1.7, and to be honest, things were good, but it felt like there were a handful of regressions from previous iterations.
While there were improvements in brake stabbing and hesitation, we did experience a few small interventions related to navigation and just overall performance. It was nothing major; there were no critical takeovers that required any major publicity, as they were more or less subjective things that I was not particularly comfortable with. Other drivers might have been more relaxed.
With v14.2 hitting our cars yesterday, there were a handful of things we truly noticed in terms of improvement, most notably the lack of brake stabbing and hesitation, a major complaint with v14.1.x.
However, in a 62-minute drive that was fully recorded, there were a lot of positives, and only one true complaint, which was something we haven’t had issues with in the past.
The Good
Lack of Brake Stabbing and Hesitation
Perhaps the most notable and publicized issue with v14.1.x was the presence of brake stabbing and hesitation. Arriving at intersections was particularly nerve-racking on the previous version simply because of this. At four-way stops, the car would not be assertive enough to take its turn, especially when other vehicles at the same intersection would inch forward or start to move.
This was a major problem.
However, there were no instances of this yesterday on our lengthy drive. It was much more assertive when arriving at these types of scenarios, but was also more patient when FSD knew it was not the car’s turn to proceed.
Can report on v14.2 today there were ZERO instances of break stabbing or hesitation at intersections today
It was a significant improvement from v14.1.x
— TESLARATI (@Teslarati) November 21, 2025
This improvement was the most noticeable throughout the drive, along with fixes in overall smoothness.
Speed Profiles Seem to Be More Reasonable
There were a handful of FSD v14 users who felt as if the loss of a Max Speed setting was a negative. However, these complaints will, in our opinion, begin to subside, especially as things have seemed to be refined quite nicely with v14.2.
Freeway driving is where this is especially noticeable. If it’s traveling too slow, just switch to a faster profile. If it’s too fast, switch to a slower profile. However, the speeds seem to be much more defined with each Speed Profile, which is something that I really find to be a huge advantage. Previously, you could tell the difference in speeds, but not in driving styles. At times, Standard felt a lot like Hurry. Now, you can clearly tell the difference between the two.
It seems as if Tesla made a goal that drivers should be able to tell which Speed Profile is active if it was not shown on the screen. With v14.1.x, this was not necessarily something that could be done. With v14.2, if someone tested me on which Speed Profile was being used, I’m fairly certain I could pick each one.
Better Overall Operation
I felt, at times, especially with v14.1.7, there were some jerky movements. Nothing that was super alarming, but there were times when things just felt a little more finicky than others.
v14.2 feels much smoother overall, with really great decision-making, lane changes that feel second nature, and a great speed of travel. It was a very comfortable ride.
The Bad
Parking
It feels as if there was a slight regression in parking quality, as both times v14.2 pulled into parking spots, I would have felt compelled to adjust manually if I were staying at my destinations. For the sake of testing, at my first destination, I arrived, allowed the car to park, and then left. At the tail-end of testing, I walked inside the store that FSD v14.2 drove me to, so I had to adjust the parking manually.
This was pretty disappointing. Apart from parking at Superchargers, which is always flawless, parking performance is something that needs some attention. The release notes for v14.2. state that parking spot selection and parking quality will improve with future versions.
Any issues with parking on your end? 14.1.7 didn’t have this trouble with parking pic.twitter.com/JPLRO2obUj
— TESLARATI (@Teslarati) November 21, 2025
However, this was truly my only complaint about v14.2.
You can check out our full 62-minute ride-along below:
